Elders FY25 earnings: Resilient growth and dividend steady

Elders delivered 12% EBIT growth in FY25, maintained its dividend, and advanced strategic acquisitions despite challenging conditions.

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Key points

  • Elders reported a 12% increase in underlying EBIT to $143.5 million and a 34% rise in underlying net profit after tax, supported by sales revenue growth to $3.20 billion.
  •  The company completed several acquisitions, including Delta Agribusiness, enhancing its geographic coverage and technical capabilities amidst challenging market conditions.
  • Elders aims for 5-10% growth in EBIT and EPS by leveraging system modernisation, cost discipline, and expansion in financial and real estate services, while also prioritising sustainability initiatives.

The Elders Ltd (ASX: ELD) share price is in focus today as the agribusiness announced a 12% increase in underlying EBIT to $143.5 million for FY25, maintaining stable return on capital despite mixed seasonal conditions.

What did Elders report?

  • Sales revenue rose 2% to $3.20 billion
  • Underlying EBIT increased 12% to $143.5 million
  • Underlying net profit after tax climbed 34% to $86.0 million
  • Final dividend maintained at 36 cents per share, fully franked
  • Cash conversion improved to 137%, up from 129%
  • Return on capital steady at 11.3%

What else do investors need to know?

Elders delivered growth across key business segments, with Agency and Real Estate Services offsetting softer retail conditions due to drought in South Australia and Victoria. Eight bolt-on acquisitions were completed during the year, and the strategic acquisition of Delta Agribusiness is expected to further strengthen geographic coverage and technical capabilities from November 2025.

The company's balance sheet remains solid, supported by a $178.7 million equity raise for Delta and significant headroom in banking covenants. Elders' focus on cost control saw operating costs kept below inflation, after adjusting for acquisitions and transformation programs.

What's next for Elders?

Elders expects to return to its target leverage ratio in FY26, supported by integration of Delta Agribusiness and ongoing working capital initiatives. Management is aiming for 5–10% EBIT and EPS growth through the cycle, supported by ongoing investment in systems modernisation, cost discipline, and portfolio diversification. The company highlights upside from further expansion in financial and real estate services, as well as industry-leading sustainability initiatives.

Elders share price snapshot

Over the past 12 months, the Elders share price has declined 10%, underperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Elders. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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